Information

  • Title

  • Location

  • Location
  • Personnel Involved

  • Conducted on

  • Prepared by

Policy and Risk Management

1.0 - Corporate Programmes

  • 1 -ALTUS HSE and Quality policy statements visible/posted, current revisions?

  • 2 - Employees aware of QHSE Policy Statement content and expectations? Aware of their authority and responsibility towards 'Stop Work Authority'?

  • 3 - General awareness of QHSE 'License to Operate' Rules? Posted to local notice boards, visible throughout workplace?

  • 4 - Evidence of participation in proactive observation programme?

  • 5 - Knowledge of current Company QHSE campaigns, awareness initiatives etc?

2.0 - Knowledge sharing & awareness: Lessons learned

  • 1 - Is there documented evidence of a regular inspection regime in place, including but not limited to full workplace inspections and management site tours?

  • 2 - Are there any outstanding actions from the previous inspection?

  • 3 - Review recent lessons learned from the global organisation; are these visible on local notice boards?

  • 4 - When asked, do those interviewed show awareness of the incident and associated follow-up actions where relevant?

  • 5 - Are lessons learned and recent incidents discussed during local meetings and/or toolbox talks? Ask to see evidence.

3.0 - Task Planning & Risk Assessment

  • 1 - Was a toolbox talk/JSA conducted prior to the work commenced? Ask for documented evidence. Do the minutes indicate a specific focus on the day's tasks and associated hazards and controls?

  • 2 - Do employees fully understand the task they're doing, and are they aware of the specific hazards relevant in their workplace? Ask them to discuss their task and explain the hazards and associated risk controls.

  • 3 - Are documented risk assessments in place for key high-risk activities (e.g. lifting and handling of tools and equipment)?

  • 4 - Evidence of task risk assessment (e.g. TRAC) in place for managing minor changes to tasks and/or addressing task-based hazards?

  • 5 - Is the Company Management of Change process understood with respect to when it should be applied?

  • 6 - Is the Management of Change register updated to reflect recent changes?

First Aid

  • 1 - Are cabinets and contents clean and orderly?

  • 2 - Are contents regularly checked and within expiry dates?

  • 4 - Cabinets clearly labelled?

  • 5 - Is there easy access to cabinets?

  • 6 - Employees aware of location of first aid cabinet, cabinets accessible?

  • 8 - Are emergency numbers displayed?

Fire Prevention

  • 1 - Evacuation plan displayed and understood by all employees?

  • 2 - Evacuation procedures discussed regularly? (3 to 4 times a year)

  • 3 - Extinguishers in place, clearly marked for type of fire and clear of obstructions?

  • 4 - Extinguishers recently serviced? (Check 6 monthly punch mark on tabs.)

  • 5 - Extinguisher no more than 1200 mm max height & base not lower that 100 mm?

  • 6 - Adequate direction notices for fire exits?

  • 7 - Exit doors easily opened from inside?

  • 8 - Exits clear of obstructions?

  • 9 - Fire alarm system functioning correctly (where applicable)?

Use of management system

  • 1 - Personnel are able to logon and navigate within inSite to appropriate landing page

  • 2 - Personnel can demonstrate how to find a procedure/checklist/tech alert in inSite

  • 3 - Personnel are able to logon and navigate within QDesk

  • 4 - Personnel can demonstrate how to find user and maintenance manuals in QDesk

  • 5 - Personnel are able to navigate to and enter a Synergi case

  • 6 - Personnel are able to navigate to and enter a ticket within QDesk

  • 7 - Personnel are able to articulate circumstances under which a Synergi and/or QDesk ticket shall be submitted

  • 8 - Personnel are able to locate standard reporting templates for problem reports as well SIT’s in QDesk

Training & competence

  • 1 - Personnel know how and where to locate Company & third party procedures and checklists?

  • 2 - Training has been identified and scheduled for each employee?

  • 3 - Have all assigned training requirements been completed?

  • Select a task or item of equipment: can the employee/operator demonstrate their competence through training, practical knowledge and experienc?

Job Planning & Maintenance

Job Planning (SEM)

Requirements

  • Customer requirements defined (e.g. client data sheet) and recorded in relevant job files?

  • Jobs assessed for criticality as part of planning in order to determine peer review level?

Plan & Prepare

  • Well simulations/modelling completed and approved by the customer?

  • Evidence of peer review according to criticality rating on client data sheet?

  • Job-specific risk assessment, SIT (where required), pre-job briefing and load-out checks completed?

Perform Service

  • Relevant pre-run checklists completed?

  • Reporting as per company and customer requirments?

  • Examples of Stop Work Authority and/or Management of Change?

Close-out

  • Customer feedback completed - low scoring (<3) forms with Synergi case?

  • Synergi / QDesk cases raised where relevant?

  • Run records updated, completed jobs have records updated on shared drive?

  • Field service order is validated vs. contract pricing, invoice issued for recently completed jobs?

Maintenance Records

  • 1 - Are current documents, procedures, and policies being utilized?

  • 2 - Are the PM1 and PM3 checklists being utilized for all equipment prior to use in the field?

  • 3 - Are the completed PM1 and PM3 docs filed (hardcopy and on shared drive, available for inspection)

  • 4 - Are the PM1 and PM3 documents current revision?

  • 5 - Are the checklists provided filled out in their entirety?

  • 6 - Are Tech Alerts available to all personnel and documented on relevant tool history folders?

  • 7 - How are PM3 due dates on surface equipment tracked?

  • 8 - How are PM3 due dates on downhole equipment tracked? e.g. PM3 at 30,000 ft?

Identification and Traceability

  • 1 - Where applicable are assemblies being identified by markings/labels to maintain traceability?

  • 2 - Do serial numbers on tagged equipment match most recent PM checklists?

  • 3 - Discrepant material had been clearly marked/ identified and segregated to prevent unintentional use?

  • 4 - Chemicals and other shelf life items (activator, loctite etc) in use and in consumables cabinet have not exceeded expiration or use by date. Labels are legible.

Measuring & Lifting Equipment

Calibration

  • 1 - Equipment used to assemble, test evaluate and accept products has not exceeded the calibration due date. The calibration past due date will be month-end e.g. due 9/4/15 is past due on 10/01/15. Register of due dates is maintained.

  • 2 - Calibration labels are legible e.g. torque wrenches, voltmeters, meggers, scopes, load cells.

  • 3 - Calibration of load cell used to verify tractor push force is valid.

  • 4 - Calibration of equipment to verify flow/leak rates is valid (Hydrotechnik).

Lifting

  • 1 - Cranes/hoists/jacks have load rating clearly marked on each side?

  • 2 - Cranes/hoists/jacks are being periodically inspected according to local client and/or regulatory requirements?

  • 3 - Load ratings are legibly and permanently marked in a prominent location on all jacks by casting, stamping or other suitable means?

  • 4 - Only competent personnel permitted to use overhead cranes?

  • 5 - Lifting accessories are being properly managed e.g. use of colour coding/tagging to identify status, damaged or 'out of cert' equipment and accessories are either destroyed or quarantined?

  • 6 - Slings/wire-ropes are certified and register is maintained showing inspection/re-cert due dates?

Packaging, Handling, Transportation and ESD

  • 1 - Are o-rings/seals stored properly and within manufacturer's recommendation (i.e. black bag with exp. date displayed)?

  • 2 - Ready boxes for offshore use are fit for purpose, contents protected, packaged, identified?

  • 3 - ESD safe workstations are clean, neat and free of unnecessary static generating material (plastics, paper, foam, drink bottles, etc.).

  • 4 - Electronics personnel using ESD lab coat?

  • 5 - ESD sensitive components and assemblies containing exposed PCBAs or ESD sensitive components must be stored or transported in sealed static shielded bags/ boxes.

  • 6 - ESD shelves of metal racks at a common potential and grounded with a chain that makes contact with an ESD conductive floor surface?

  • 7 - All personnel handling ESD sensitive components / assemblies must only do so at ESD safe workstation using a functional / tested grounding system.

  • 8 - Completed assemblies are packaged as to prevent physical damage (e.g. connector caps, bubble wrap, etc.)

  • 9 - Electronics are stored in appropriately air-conditioned/dehumidified area.

  • 10 - Assemblies with threads are protected with thread protectors during storage/transportation.

  • 11 - Offshore baskets/toolracks are in good condition and offer adequate protection for tools

  • 12 - Peli-cases used for transportation of equipment are in good order (clean, adequate foam protection, no loose parts, silica gel desiccant)

  • 13 - Hydraulic oil is appropriately stored, labelled

  • 15 - Special tools called out in assembly procedures are available

  • 14 - Test equipment (test booth, fixtures, oil bath etc) are in good condition

Misc.

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Sign off

  • Management representative present during inspection

  • Auditor's signature

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